PODCAST · education
Financial Planning Explained
by financialplanningexplained
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!
Episodes
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Current State of the Stock Market: What to Expect Moving Forward | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion about the current state of the stock market and what investors may want to watch moving forward. In this episode, Mike and Brad break down some of the most important market...
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Third Quarter Market Recap: AI, Oil & Interest Rates | What It Means for You | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion covering some of the most important market and economic developments heading into the fourth quarter. In this Third Quarter Market Recap, Mike and Brad break down the…
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Cash Management Q&A: HELOCs, Treasury Bills, & Debt Payoff vs. Investing | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical Cash Management Q&A covering several important questions investors and homeowners may face when deciding how to manage their cash, debt, and investments. Cash management is…
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NUA & Retirement Planning Explained: Real Client Case Study | Nick DeVito, CF
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a real-world retirement planning case study focused on Net Unrealized Appreciation (NUA) and the important tax considerations that can come with employer stock and retirement. NUA can be...
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Understanding Your Financial Plan: What to Look For, When to Review & Mistakes | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for another Q&A focused on an essential part of successful financial planning: understanding your financial plan and making sure it continues to work for you. A financial plan is more than…
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Choosing a Financial Advisor: 3 Questions You MUST Ask | Q&A with Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for another Q&A focused on one of the most important decisions investors can make: how to choose a financial advisor. Whether you're just beginning to build your financial plan, approaching...
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When Should You Invest? Stocks vs. Bonds & How Much Risk Is Right for You? | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for Part II of a Q&A series on life events, investments and general financial planning. In Part II, Mike and Nick turn their attention to investment planning, tackling some of the most…
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Life Events Financial Planning Q&A: Buying a Home, College & Inheritance | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical life events financial planning case study focused on three major financial decisions many families face: buying a house, paying for a child’s college, and deciding what to do...
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Inherited IRA Rules Explained: What the IRS Requires You to Know | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to break down one of the most important and often misunderstood topics for beneficiaries of retirement accounts: Inherited IRAs and the IRS rules that apply to them. When you inherit an IRA,...
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Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to walk through a practical estate planning and inheritance case study involving a daughter who is trying to piece together her late father’s financial affairs. In this real-world scenario,...
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Medicare Explained Part II: IRMAA Explained + Real Medicare Case Study | Cheryl Lagunilla
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Cheryl Lagunilla, Health Insurance Advisor at Focused Health Access, to continue their Medicare discussion with a practical, real-world case study and an in-depth look at IRMAA (Income-Related Monthly…
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Medicare Explained: Parts A, B, C, D, Medigap & Medicaid | Avoid Costly Mistakes | Cheryl Lagunilla
This week on Financial Planning: Explained, host Michael Menninger, CFP®, is joined by Cheryl Lagunilla, Health Insurance Advisor at Focused Health Access, for a comprehensive discussion on Medicare and Medicaid—two of the most important healthcare programs for retirees and those approaching...
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Third Quarter Market Outlook 2026: What Investors Should Consider | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research, for an in-depth discussion on the latest stock market outlook and the key events...
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The Stock Market Right Now: What's Happening & What's Next | Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Mike and Brad discuss the current state of the stock market,...
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Second Quarter Market Recap 2026 | What Investors Need to Know with Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP® welcomes back regular guest Brad Sorensen, CFA, Portfolio Manager and Outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Mike and Brad break down the performance of the financial markets...
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Social Security Survivor Benefits Case Study (Part 3): IRMAA & Roth IRA Conversions | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their Social Security Survivor Benefits case study series with Part 3, focusing on three critical retirement planning strategies: IRMAA, the Rule of 72, and Roth IRA conversions. Building on...
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Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their in-depth Social Security Survivor Benefits case study by exploring one of the most overlooked planning opportunities: unrealized capital gains. Building on Part 1, Mike and Nick examine...
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Social Security Survivor Benefits Case Study: Avoiding Costly Claiming Mistakes | Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP® sits down with Nick DeVito, CFP® walk through a real-world Social Security Survivor Benefits case study, demonstrating how claiming decisions can significantly impact retirement income, financial security, and long-term...
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Estate Planning Case Study: Wills, Trusts, and Tax Strategies
This week on Financial Planning: Explained, host Michael Menninger, CFP® walks through a comprehensive estate planning case study, illustrating how thoughtful planning can help families protect assets, minimize taxes, and ensure their wishes are carried out efficiently. Using a real-world…
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Home Loans: Mortgage Strategies for Buyers with Michael Mandio
This week on "Financial Planning: Explained", host Michael Menninger, CFP sits down with Michael Mandio. Michael is the Vice President of Production, Community Mortgage Team for AnnieMac Home Mortgage. AnnieMac is a nationwide residential mortgage lender. They help homebuyers and homeowners…
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College Planning: Repayment & Refinancing with Mackensie Ellis
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power to negotiate better rates on undergraduate, graduate, and refinance student...
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College Planning: Different Types of Loans with Mackensie Ellis
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Mackensie Ellis. Mackensie is a student loan professional at Juno. Juno student loans uses collective bargaining power to negotiate better rates on undergraduate, graduate, and refinance student loans. In this...
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College Planning: Where to Begin with Shellee Howard
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Shellee Howard. Shellee is the Founder & CEO of College Ready. College Ready helps students stand out through strategic college planning proven to strengthen applications, increase scholarship...
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College Planning: How to Stand Out with Shellee Howard
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes Shellee Howard. Shellee is the Founder & CEO, College Ready. College Ready helps students stand out through strategic college planning proven to strengthen applications, increase scholarship offers, and simplify...
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Education Improvement Tax Credit (EITC) with Rob Delany
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Rob Delany. Rob is the CEO of BLOCS - Business Leadership Organized for Catholic Schools. BLOCS is committed to providing eligible families access to high-quality, values based private or...
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2026 First Quarter Market Recap with Brad Sorensen, CFA
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back regular guest, Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. In this episode, the guys recap the performance of the stock market in...
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Long-term Care Planning Using AI (Waterlily) with Lily Vittayarukskul
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Lily Vittayarukskul. Lily is the Co-Founder and CEO at Waterlily. Waterlily uses AI to project your future long-term care needs, helping you build a personalized plan. In this episode, Lily and Mike...
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Long-Term Care Planning (Part II) with Michael Rowe
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the second episode in a two-part series on long-term care. In this episode, Michael and Mike discuss funding...
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Long-Term Care Planning (Part I) with Michael Rowe
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the first episode in a two-part series on long-term care. In this episode, Michael and Mike discuss home care.…
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Matrimonial & Family Law (Part II) with Michelle Piscopo
This week on "Financial Planning: Explained", host Michael Menninger, CFP welcomes back Michelle Piscopo. Michelle is an attorney at Blank Rome. This is the second episode in a two-part series on matrimonial & family law. In this episode, Michelle and Mike discuss what you should do to prepare…
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Matrimonial & Family Law (Part I) with Michelle Piscopo
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Michelle Piscopo. Michelle is an attorney at Blank Rome. This is the first episode in a two-part series on matrimonial & family law. In this episode, Michelle and Mike discuss multiple facets when it...
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Impact of Financial Planning on Different Age Groups (Part II) with Michael Menninger, CFP
This week on "Financial Planning: Explained", host Michael Menninger, CFP concludes a two-part series on the impact of financial planning on different age groups. He then addresses common Q&A questions regarding the groups. In this episode, Mike discusses the later three age groups focused on…
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Impact of Financial Planning on Different Age Groups (Part I) with Michael Menninger, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP begins a two-part series on the impact of financial planning on different age groups. He then addresses common Q&A questions regarding the groups. In this episode, Mike discusses the two youngest core age…
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Estate Planning: Elder Law, Wills & Trusts with Anylise Crouthamel Esq. & Doug Kaune, Esq.
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Anylise Crouthamel, Esq. and Doug Kaune, Esq. Anylise and Doug are estate planning attorneys at Unruh, Turner, Burke, & Frees PC. Unruh Turner Burke & Frees helps clients navigate the increasingly complicated...
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How to Future-Proof Your Advisor Relationship with Andrew Morelli, CEPA
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the third episode of a three-part series discussing business succession planning through the lens of a...
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Business Exit Planning for Financial Advisors with Andrew Mirolli, CEPA
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the second episode of a three-part series discussing business succession planning through the lens of a financial...
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What to Do If Your Financial Advisor Retires with Andrew Mirolli, CEPA
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the first episode of a three-part series discussing business succession planning through the lens of a...
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2026 Stock Market Outlook with Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the final episode of a three-part series discussing this past years market...
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Current State of the Markets with Brad Sorensen, CFA
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the second episode of a three-part series discussing this past...
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2025 Stock Market Recap with Brad Sorensen, CFA
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This is the first episode of a three-part series discussing this past years market…
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Cash Management: Best Practices with Nick DeVito, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss the best practices when it comes to cash management. Cash...
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Employer Stock In Your Financial Plan (Part II) with Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part two of a two-part series on employer stock plans. In this episode, Mike and Nick discuss the the...
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Employer Stock In Your Financial Plan (Part I) with Nick DeVito, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is part one of a two-part series on employer stock plans. In this episode, Mike and Nick...
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Beginning of the Year Financial Planning with Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs.…
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What Is Tax-Loss Harvesting? with Nick DeVito, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick discuss the concept of tax-loss harvesting. The guys discuss what...
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One Big Beautiful Bill Act Summary with Kyle Ryan, CFP, ChFC
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Kyle discuss the One Big Beautiful Bill Act that was recently passed by...
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Business Franchise Consulting (Part II) with Harris Gubin
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the second episode of a two-part series on business franchising. In this episode, Harris and...
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Business Franchise Consulting (Part I) with Harris Gubin
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down Harris Gubin. Harris is the president and franchise coach at Corner Booth Franchise Consulting. This is the first episode of a two-part series on business franchising. In this episode, Harris and Mike discuss what...
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Pensions: Strategies & Recommendations with Nick DeVito, CFP
On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on pension plans. In this episode, Mike and...
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Pension Plans 101 with Nick DeVito, CFP
This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on pension plans. In this episode, Mike and Nick discuss…
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ABOUT THIS SHOW
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!
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financialplanningexplained
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Financial Planning Explained currently has 205 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financial Planning Explained about?
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. At Menninger & Associates, our philosophy is based on the fundamentals of...
How often does Financial Planning Explained release new episodes?
Financial Planning Explained publishes regularly with 205 episodes available. Check the episode list for the typical release schedule.
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Financial Planning Explained is created and hosted by financialplanningexplained.
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